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NWHHX vs VSCAX
NWHHX vs VSCAX Comparison
Open Charts NWHHX vs VSCAX
Nationwide Bailard Cogntv Val Instl Svc
Price$15.17
Change+$0.12 (+0.80%)
VolumeN/A
Net Assets101.14M
Invesco Small Cap Value A
Price$23.90
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets6.86B
NWHHX vs VSCAX Comparison Chart in %
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NWHHX vs. VSCAX commentary
Aug 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NWHHX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.86B vs. NWHHX (101M). NWHHX pays higher dividends than VSCAX: NWHHX (1.65) vs VSCAX (0.34). NWHHX was incepted earlier than VSCAX: NWHHX (19 years) vs VSCAX (26 years). NWHHX (1.18) is less costly to investors than VSCAX (1.12). NWHHX is a more actively managed with annual turnover of: 278.84 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than NWHHX: VSCAX (1000) vs NWHHX (50000). VSCAX annual gain was more profitable for investors over the last year : 12.39 vs. NWHHX (-2.24). VSCAX return over 5 years is better than : 109.95 vs. NWHHX (60.30).
| NWHHX | VSCAX | NWHHX / VSCAX | |
| Total Expense Ratio | 1.18 | 1.12 | 105% |
| Annual Report Gross Expense Ratio | 1.18 | 1.12 | 105% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | -2.018 | 1.531 | -132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 50000 | 1000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 6.86B | 1% |
| Annual Yield % from dividends | 1.65 | 0.34 | 488% |
| Returns for 1 year | -2.24 | 12.39 | -18% |
| Returns for 3 years | 5.67 | 34.50 | 16% |
| Returns for 5 years | 60.30 | 109.95 | 55% |
| Returns for 10 years | 38.71 | 24.24 | 160% |
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